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Randomuser

Randomuser

Major
Registered Member
TPenglake said:
What I'm looking at is Southeast Asia. Japan and South Korea rely alot on Gulf oil, but both at least have 1 year of reserves. Southeast and South Asian countries in contrast only have 1-3 months, and while India at least can buy Russian oil to offset the losses, Southeast Asia especially Vietnam are screwed. This will heavily impact their manufactering centers and I wouldn't be surprised if a lot of the production that China lost over the years to them ends up coming back as a result.
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Seeing how screwed many countries are over it's kinda hilarious how some still think by attacking Iran they are going TAKE THAT CHYNA!

Even if China gets hurt they can take it. Others can't.
 
S

Serb

Senior Member
Registered Member
TPenglake said:
What I'm looking at is Southeast Asia. Japan and South Korea rely alot on Gulf oil, but both at least have 1 year of reserves. Southeast and South Asian countries in contrast only have 1-3 months, and while India at least can buy Russian oil to offset the losses, Southeast Asia especially Vietnam are screwed. This will heavily impact their manufactering centers and I wouldn't be surprised if a lot of the production that China lost over the years to them ends up coming back as a result.
Click to expand...

Vietnam is already half self-sufficient, plus they have 25th world highest proven oil reserves.

And most importantly, it's a socialist country, and its energy sector is largely nationalised.

Meaning that they can stabilise and subsidize prices very effectively, unlike Japan and SK.
 
FairAndUnbiased

FairAndUnbiased

Brigadier
Registered Member
TPenglake said:
What I'm looking at is Southeast Asia. Japan and South Korea rely alot on Gulf oil, but both at least have 1 year of reserves. Southeast and South Asian countries in contrast only have 1-3 months, and while India at least can buy Russian oil to offset the losses, Southeast Asia especially Vietnam are screwed. This will heavily impact their manufactering centers and I wouldn't be surprised if a lot of the production that China lost over the years to them ends up coming back as a result.
Click to expand...
SEA has Malaysian and Indonesian oil production though. Vietnam will be forced back into China's orbit, as China can provide it energy, at a price. South Korea and Japan having 1 year of reserves is still a finite timer. It means that rationing cannot save them. SEA and China have oil production, so at some point there will be a demand and supply equilibrium.
 
J

jiajia99

Senior Member
Registered Member
bebops said:
On his recent podcast, he said Iran will be in ruins and US will be out of Mideast. That leaves Israel the only regional power in Mideast.

I am thinking the world will look like this in the future.

US will rule the Western Hemisphere, Europe will rule Africa, Israel rule Mideast, while China and India rule Asia.
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How the hell can Israel be the only regional power in the Middle East if Israel as sustained the kind of damage that has rendered the state nearer to that of a failed level. All those facilities that Iran has already bombed will not fix itself and time soon and does Israel have the ability to fix the damages already done. Sometimes he might be on them one but Travis obvious, other times he like Brian Baletic, can be horribly off base
 
P

PandaAI

Junior Member
Registered Member
TPenglake said:
What I'm looking at is Southeast Asia. Japan and South Korea rely alot on Gulf oil, but both at least have 1 year of reserves. Southeast and South Asian countries in contrast only have 1-3 months, and while India at least can buy Russian oil to offset the losses, Southeast Asia especially Vietnam are screwed. This will heavily impact their manufactering centers and I wouldn't be surprised if a lot of the production that China lost over the years to them ends up coming back as a result.
Click to expand...

Crushing Japanese economy and their military buildup is absolutely worth having high oil prices. China can manage this pain much better than Japan.

China should buy up most of the Russian oil and gas supply to prevent rivals from securing it.
 
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